Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERCER + ROSS INC
EIN 82-3896579management consultingLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
416 WHITEHEAD CIRCLE - CHAPEL HILL, NC 27514845-623-5118mercerandross.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERCER + ROSS, INC & AFF COS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERCER + ROSS, INC 401K PLAN
401k
Assets$118K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCER + ROSS, INC & AFF COS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 2 | 2025 | |
| 002 | MERCER + ROSS, INC 401K PLAN | 401k | $118K | 2 | 2025 |
Retirement plans